Personal wealth management
We will look at the ‘big picture’ and manage your wealth beyond just your investment objectives. We look at your long-term aims – both financial and lifestyle.
- You can be confident that we will work with you to build exactly the relationship you want
- We will always keep you informed about your portfolio and its performance
- We can discuss whether you want updates face to face, by phone or by email
- Your wealth is in specialist hands, as we focus solely on wealth management
- We will design a unique portfolio that meets your individual needs and matches your attitude to risk
- We have a long track record of delivering consistent investment returns
Keeping you informed
Bitcoin is the world’s most popular digital currency. Having drawn millions of investors across the world, its value rocketed to nearly US$20,000 at the end of 2017, although its value has since dropped dramatically to c.$7,000 (at the time of writing). So what is our view on bitcoin and is it a valid investment? Read more.Read more
With so many political and economic uncertainties currently affecting all of us, the importance of planning ahead financially has never been more relevant.Read more
Learn about wealth management
If you are new to the idea of wealth management, financial planning or investing in general, we are here to help you get up to speed and understand the solutions which are best for you.
IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.